QuoteIQ makes it simple to create invoices that match your service structure, customer preferences, and payment process. Whether you're sending a fresh invoice or recording a completed job, here's how to do it step by step.

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From your dashboard, click the Invoices tab on the left-hand side.

Then, in the top right corner, click Create Invoice.

Choose a customer from your existing list, or create a new one directly from this screen.

Once selected, their contact details will auto-fill.

Under Invoice Details, you'll see:

Input your service name, amount, and optional description.

If this is a one-time service you don't want saved to your list, click "No, don't add to my services," then hit Save.

In the billing section, you can:

The total invoice cost will automatically update at the bottom.

Choose between:

This keeps your records clean and helps automate status tracking.

Choose whether this is a One-Time Invoice or a Recurring Invoice.

Recurring invoices will repeat automatically based on the interval you set.

Press Save & Continue to review your invoice.

From this screen, click the Share button and choose how to send it to your customer—email, text, or download.

After sending, return to the Invoices tab to view your invoice under:

From the Pending tab, you can mark the invoice as paid or click Send Reminder to nudge your customer by email.

Beyond the standard invoice workflow above, QuoteIQ includes several additional invoicing tools:

Mass Invoicing (Beginner and above)

Invoice multiple completed jobs at once instead of creating them one by one. From the Invoices tab, select multiple completed jobs and generate invoices for all of them in a single batch. This is especially useful at the end of a busy day or week.

Tap to Pay (All Plans)

Accept in-person card payments directly from your phone using Stripe Tap to Pay. No card reader needed — your customer taps their card or phone on your device and the payment processes instantly. For more details, see our Tap to Pay guide.

Tips on Invoices

Customers can add a tip when paying an invoice. This is built into the payment flow automatically — no extra setup required on your end.

Convert Estimate to Invoice

Don't start from scratch — convert any approved estimate directly into an invoice with one tap. All services, pricing, and customer info carry over automatically.

Card-on-File

Saved payment methods (credit/debit cards) linked to a customer's Stripe account are displayed directly on their profile. Use them for future charges — useful for repeat customers or subscription-based services.

Invoice Subscriptions / Recurring Service Plans

Set up recurring invoices for customers on maintenance plans or regular service schedules. Choose the interval and QuoteIQ handles the rest — invoices generate and send automatically. Recurring subscriptions now fully support discounts, taxes, convenience fees, and deposits — matching the full calculation logic of regular invoices. (See Step 7 above.)

Net Payment Terms

Invoices support Net 15, Net 30, Net 60, and Net 90 payment terms. Select the term when creating or editing an invoice and the due date calculates automatically — no manual date entry needed.

Embedded Stripe Checkout

Customers pay invoices with a smooth embedded checkout directly on the invoice page — no redirect to a separate Stripe page. Full-screen on mobile, centered modal on desktop. A seamless payment experience that keeps the customer on your invoice page.

ACH Bank Payments

ACH (bank transfer) payments are available via Stripe. Toggle ACH on from your Bank Details settings. Especially valuable for commercial clients and larger invoices where bank transfer is preferred over credit card.

Checkout Order Summary

Before completing a purchase, customers and team members see a clear line-item order summary — including any coupons, add-ons, discounts, and fees — before hitting Pay. No surprises at checkout.

Hide Line Item Prices

Hide prices on individual line items, or hide all prices at once on an invoice. Useful when you want the customer to see only the total — common for commercial contracts or bundled service agreements.

Convert Estimate to Subscription

Convert an accepted estimate directly into a recurring subscription invoice, pre-filled with the customer, services, and pricing from the estimate. One tap to set up automatic recurring billing from an approved quote.

Selectable Text on Invoice Pages

Customers can select and copy text directly from invoice web pages — making it easy to reference invoice numbers, service descriptions, or amounts.